Excel Import

Import from Excel/csv files is performed through defining and reusing column map templates. Templates are stored as database records and are accessible to all users with enough security permissions. Access them under Settings/Excel Import section. Create new template using New button

  1. Choose file
  2. Choose Sheet
  3. Select Import strategy (described below)
  4. Specify a name for the template
  5. Select Use header rows if you have them and specify the number
  6. Press Map to automatically match the names (Regex pattern can is used)
  7. Map unmatched columns manually or delete unwanted mappings
  8. Specify import strategy for selected columns (described below)

Main records import strategies (corresponding to the lines in import file) or Reference record (e.g. Locality column in Unit import file) import strategies: Create Always a record will be created for each line in the import file Update Or Create if no match is found using the key field, new record is created Update Only only match records are updated, no new records are created Special cases